Marguerita M. Cheng,  CFP<sup>&reg;</sup> - Financial Advisor

Marguerita M. Cheng, CFP®

Blue Ocean Global Wealth

9841 Washingtonian Blvd, Suite 200
Gaithersburg, MD 20878
FINANCIAL ADVISOR'S WEBSITE

General

Marguerita Cheng is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Blue Ocean Global Wealth in Gaithersburg, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, CDFA

Insurance Licenses

  • Life insurance: VA,MD,DC
  • Health/disability insurance: VA,MD,DC
  • Fixed annuities: VA,MD,DC
  • Variable annuities: VA,MD,DC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Life Planning, Starting a Family, Long-term Care, Sudden Wealth, Women's Finances

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